In this episode of The Accountant That Builds, Shannon Smit delves into the "Great Wealth Transfer" set to occur as Baby Boomers pass down an estimated $84 trillion to the next generation. Shannon explores the challenges and opportunities this massive transfer brings, including tax implications on inherited superannuation, the importance of estate planning, and how tools like testamentary trusts can protect family wealth from divorce settlements and creditors. The discussion also covers the evolving role of investment bonds as a tax-efficient strategy for multi-generational wealth transfer.
Whether you're a Baby Boomer or someone preparing to receive an inheritance, this episode provides invaluable insights into how to effectively plan and preserve wealth across generations. Shannon offers practical advice on financial gifts, lending for home purchases, and ensuring your family’s financial security. We hope you enjoy this episode and come away with actionable tips to safeguard your wealth and create a lasting legacy.
|
|
Smit is well-known for her years of international and local experience, expertise in niche areas, small business tactics and her recruitment process for young up-and-comers.
Aged care financial planning is a highly specialised area that requires not only financial expertise but also an understanding of the
emotional challenges families face. In this episode of The Accountant That Builds, host Shannon Smit sits down with Aged Care Financial
Advice specialists to unpack the complexities of aged care funding.
Episode 17: In this episode of the podcast, host Shannon Smit sits down with the dynamic and globally renowned futurist Steve Sammartino to discuss the transformative power of Artificial Intelligence (AI) and what it means for businesses, society, and the future.
In this episode of The Accountant That Builds, host Shannon Smit discusses the massive wealth transfer expected from Baby Boomers to the next generation, estimated at $84 trillion. Shannon highlights the opportunities and challenges of this transfer, focusing on estate planning, tax liabilities
Systemisation is more than just a buzzword—it's a game-changer for businesses aiming to achieve sustainable growth. In our recent podcast episode, I had the chance to explore this topic with Dave Jenyns, the visionary founder of SYSTEMology and SYSTEMhub.
Explore how adopting an AI-first approach can transform businesses! David Jenyns from Systemology chats with Shannon Smit who shares how AI and robotic process automation (RPA) have revolutionised the operations at Smart Business Solutions.
